Wealth Analytics & Insights Manager

CI Financial Corp.; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CI Financial Corp. is seeking a Manager, Business Insights & Analytics to transform advisor, client, portfolio, sales, and operational data into meaningful BI.

You will partner across Wealth Advisory, Operations, Sales, Advisor Support, Technology, and leadership to drive data-driven decisions and advance the wealth platform. The role requires strong wealth industry knowledge, advanced analytics, and the ability to translate findings into actionable business insights for diverse audiences.

Responsibilities

• Analyze advisor, client, portfolio, operational, and sales data to identify trends, opportunities, risks, and business performance drivers.
• Conduct deep-dive analysis to support strategic decisions, growth initiatives, advisor engagement strategies, and operational improvements.
• Transform raw data into actionable insights and business recommendations.
• Identify opportunities to improve advisor productivity, client outcomes, operational efficiency, and business growth.
• Leverage advisor and portfolio data to identify growth opportunities, client segmentation, wallet-share opportunities, and advisor engagement insights.
• Develop analytical approaches that move stakeholders beyond understanding “what happened” to understanding “why it happened” and “what should happen next.”
• Translate complex analytical findings into practical business recommendations tailored to Operations, Sales, Advisor, and Executive audiences.

Job description

CI Financial Corp. is seeking a Manager, Business Insights & Analytics to transform advisor, client, portfolio, sales, and operational data into meaningful BI.

You will partner across Wealth Advisory, Operations, Sales, Advisor Support, Technology, and leadership to drive data-driven decisions and advance the wealth platform. The role requires strong wealth industry knowledge, advanced analytics, and the ability to translate findings into actionable business insights for diverse audiences.